Catapult your career with an Institute advanced certification. Not sure which program is right for you or your team? Join us at one of our regional workshops for a comprehensive overview or take in a short online webinar to get started.
This complimentary six hour classroom workshop focuses on key investment management competencies that define the future of wealth management and are required to deliver relevant investment consulting advice to individuals and institutions: Investment Policy Development, Performance Measurement and Attribution, Risk Management, Manager Search and Selection and Portfolio Construction. The content provides attendees with an introduction to the Certified Investment Management Analyst (CIMA) certification curriculum. Accepted for 6 hrs of CFP®, CIMA®, CPWA®, and RMA® continuing education credits.
Registration coming soon: Thursday September 22, Chicago Booth, Chicago
The CIMA certification is even more relevant now given turbulent market conditions. Gain confidence in your investment strategies and net new business, even during a recession. Join the Institute’s Chief Learning Officer, Devin Ekberg, CIMA®, CPWA®, CFA®, as he shows you how the CIMA certification can benefit you and your clients in this live 30-minute webinar. Continuing Education credit (CE) is not available for this overview.
Wednesday July 8, 1:30–2 p.m. ET
Friday October 2, 11 - 11:30 am ET
View the on-demand recording here.
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This complimentary six hour classroom training program focuses on the key competencies that define the future of wealth management: Tax planning, Family dynamics, retirement planning, executive compensation, employee stock options, performance measurement, and behavioral finance. Content provides attendees with an introduction to the Certified Private Wealth Advisor (CPWA) certification curriculum.This complimentary six hour classroom training program focuses on the key competencies that define the future of wealth management: Tax planning, Family dynamics, retirement planning, executive compensation, employee stock options, performance measurement, and behavioral finance. Content provides attendees with an introduction to the Certified Private Wealth Advisor (CPWA) certification curriculum. Accepted for 6 hrs of CFP®, CIMA®, CPWA®, and RMA® continuing education credits.
Registration Coming Soon: Tuesday October 13, New York City
Are you prepared to serve your high-net-worth (HNW) clients with the sophisticated strategies that they are seeking from their advisor? This live 30-minute webinar explores what HNW clients are looking for and how you can help them with the education you'll receive in the CPWA® certification program. Continuing Education credit (CE) is not available for this overview.
Wednesday April 15, 1:30–2 p.m. ET
Thursday June 18, 12:30–1 p.m. ET
Thursday August 13, 12:30–1 p.m. ET
View the on-demand recording here.
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At this complimentary workshop, discover why more advisors are becoming RMA-certified every year. Retirement clients face an uncertain landscape full of challenges, and need competent, insightful advice as they transition from accumulation mode to decumulation. As retirement advisors, you need decision-making frameworks that are actionable, repeatable, and defensible. Join the Investments & Wealth Institute, the organization that brings you the Retirement Management Advisor® (RMA®) certification, for validated, easy-to-implement planning techniques that you can use to showcase your retirement expertise. Accepted for 3 hrs of CFP®, CIMA®, CPWA®, and RMA® continuing education credits.
Sunday July 26, 8–11 a.m., New Orleans Marriott, New Orleans (rescheduled from March)
To be an exceptional retirement advisor, you must consider not only the changes to a client's income as they approach or are in retirement, but also to their mindset. Join the Institute’s Chief Learning Officer, Devin Ekberg, CIMA®, CPWA®, CFA®, as he explores what makes the RMA program different and the process to achieve it in this live 30 minute webinar. Continuing Education credit (CE) is not available for this overview.
Tuesday June 4, 12:30 –1 p.m. ET
Thursday June 4, 12:30 –1 p.m. ET
Registration Coming Soon: Wednesday August 5, 1:30–2 p.m. ET
Wednesday September 2, 1:30–2 p.m. ET
View the on-demand recording here.
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